Codes by Product Report – VitalSource Customer Success

Overview

The Codes by Product Report provides a product-level, pivoted summary of all Bookshelf code activity. It shows code creation and redemption counts broken down by code type (billable, comp, sample, add-drop and other non-billable codes) for each product. Use this report to monitor code volume trends and reconcile high-level activity before drilling into transaction-level detail.

Key Questions This Report Answers

How many codes were created and redeemed for a given product in a selected date range, broken out by code type?
Which products are generating the most code activity, and how does that break down between billable and non-billable codes?
How does redemption volume compare to creation volume for a specific product over a given period?

How to Use This Report

Start with the filters – Set your Filter Criteria (defaults to codes created OR redeemed in range) and Date Range first; both are required. Narrow further with Code Status, SKU, Item Name, Product Type, Code Distributor or Publisher as needed.
Interpret the results – Each row represents a product (by SKU/Item Name); columns show counts of codes created and redeemed for each code type (billable, P+E, comp, add-drop, sample and other non-billable).
Take action – Use the totals to monitor code volume trends by product and reconcile high-level activity. If you need transaction-level detail behind any total, refer to the companion Code Detail Report.

💡 Tip: Access is automatically scoped to the products your company owns in Manage, so you'll only see your own data.

Filters

Filter Name	Description	Required?	Default Value	Example Values
Filter Criteria	A multi-option filter that defines how the Date Range is applied to code activity (based on created date, redeemed date or both).	Yes	Code Created (Date) OR Code Redeemed (Date)	Code Created (Date); Code Redeemed (Date); Code Created (Date) OR Code Redeemed (Date); Code Created (Date) AND Code Redeemed (Date)
Date Range	Date range for when a code was created and/or redeemed, based on the Filter Criteria selected.	Yes	None specified	e.g. 'Last 30 Days' or a specific date range
Code Status	Current state of the code.	No	None	Values available in the report
SKU	Item SKU the code was generated against. Supports multi-value search (up to 16,000 values pasted from a column or comma-separated list; semicolon-separated values are not supported).	No	None	One or more SKUs
Item Name	Name of the product accessed using the code.	No	None	Product name
Product Type	Format of the product the code was generated from.	No	None	Values available in the report
Code Distributor	Company that distributed the code.	No	None	Distributor name
Publisher	Publisher related to the distributed asset.	No	None	Publisher name

Fields & Metrics

Field Name	Description	Data Type	Example Value
SKU	Item SKU the code is generated against.	text	SKU12345
Item Name	Name of the product accessed using the code.	text	Example Product Title
Publisher	Name of the publisher company related to the distributed code.	text	Example Publisher Inc.
Related Print ISBN	Related print ISBN of the code-generating VBID.	text	e.g. a 13-digit ISBN
Related Digital ISBN	Related digital ISBN of the code-generating VBID.	text	e.g. a 13-digit ISBN
Licence Duration (Online)	Duration of access to the online version of the material (in Bookshelf).	text	e.g. 180 Days
Licence Duration (Download)	Duration of access to the downloadable version of the material (in Bookshelf).	text	e.g. 180 Days
Product Type	Format of the product that the code was accessed from (Demo, Package, Rental, Single).	text	Package
Billable Codes Created	Count of standard, billable codes created based on selected filters.	Number	e.g. 1,204
Billable Codes Redeemed	Count of standard, billable codes redeemed based on selected filters.	Number	e.g. 980
P + E Codes Created	Count of e-book codes created alongside a physical copy based on selected filters.	Number	e.g. 150
P + E Codes Redeemed	Count of e-book codes redeemed alongside a physical copy based on selected filters.	Number	e.g. 120
Comp Codes Created	Count of free digital copy codes created based on selected filters.	Number	e.g. 40
Comp Codes Redeemed	Count of free digital copy codes redeemed based on selected filters.	Number	e.g. 35
Add/Drop Codes Created	Count of temporary codes created for day-one content access based on selected filters.	Number	e.g. 25
Add Drop Codes Redeemed	Count of temporary codes redeemed for day-one content access based on selected filters.	Number	e.g. 22
Sample Codes Created	Count of sampling codes created through the VitalSource sampling platform based on selected filters.	Number	e.g. 10
Sample Codes Redeemed	Count of sampling codes redeemed through the VitalSource sampling platform based on selected filters.	Number	e.g. 8
Other Non-Billable Codes Created	Count of other non-billable codes created based on selected filters.	Number	e.g. 5
Other Non-Billable Codes Redeemed	Count of other non-billable codes redeemed based on selected filters.	Number	e.g. 4

Report Actions: No drill-down actions are available directly from this report. For transaction-level detail behind any total, see the Code Detail Report.

Frequently Asked Questions

Q: Why don't my numbers match the Code Detail Report?
A: This report shows pivoted summary totals, while the Code Detail Report shows transaction-level detail. Make sure your Date Range and Filter Criteria selections match between the two reports before comparing totals.

Q: What's the difference between 'P + E' and 'Comp' codes?
A: P + E codes are e-book access codes issued alongside a physical copy purchase. Comp codes are free digital copies issued outside of a standard sale.

Q: Why do I only see data for some of my products?
A: Access is automatically filtered to show only products that your company owns in Manage, so you'll only see totals for the products you're associated with.